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Table of Contents
- Tips For Lump sum Mutual Fund Investments
- How to Invest in Best Mutual Funds Online?
- Best Lumpsum Equity Mutual Funds 2025 - 2026
- Best Lumpsum Debt Funds 2025 - 2026
- Best Lumpsum Hybrid Funds 2025 - 2026
- Top 5 Lump sum Balanced Mutual Funds
- Top 5 Lump sum Aggressive Hybrid Funds
- Top 5 Lump sum Conservative Hybrid Funds
- Top 5 Lump sum Arbitrage Funds
- Top 5 Lump sum Dynamic Allocation Funds
- Top 5 Lump sum Multi Asset Allocation Funds
- Top 5 Lump sum Equity Savings Funds
- Top 5 Lump sum Solution Oriented Schemes
- Best Lump sum Mutual Fund on 1 Month Performance
Top 4 Funds
5 Best Performing Lump sum Investments 2025 - 2026
Mutual Fund schemes in India have grown over the years. As a result, the Best Performing Mutual Funds in the Market keep on changing. There are various rating systems in place to judge a mutual fund scheme, such as CRISIL, Morning Star, ICRA, etc.
These systems evaluate a mutual fund based on the qualitative and quantitative factors like returns, Standard Deviation, fund age, etc. The summation of all these factors leads to the rating of the best performing Mutual Funds in India.
Tips For Lump sum Mutual Fund Investments
A perfect way to invest in the best performing mutual funds is by looking at both its qualitative and quantitative measures, such as:
Scheme Asset Size
Investors should always go for a fund that is neither too big nor too small in size. While there is no perfect definition and relation between the size of the fund, it is said that both too small and too large, can hinder a fund’s performance. Less Asset Under Management (AUM) in any scheme is very risky as you don't know who the investors are & what quantum of investments they have in a particular scheme. Thus, while choosing a fund, it is advisable to go for the one whose AUM is approximately same as the category.
Fund Age
To invest in the best performing mutual funds, the investors should do a fair assessment of the fund's performances for over a period of time. Also, it is suggested to go for a scheme that consistently churning returns over 4-5 years.
How to Invest in Best Mutual Funds Online?
Open Free Investment Account for Lifetime at Fincash.com.
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Best Lumpsum Equity Mutual Funds 2025 - 2026
Below are the top ranked funds from equity category like large-, mid-, small-, multi-cap funds, ELSS and sectoral funds.
Top 5 Lump sum Large Cap Equity Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹79.3638
↑ 0.98 ₹35,667 5,000 -11.8 -12.5 0.6 18.9 19.2 18.2 DSP BlackRock TOP 100 Equity Growth ₹426.402
↑ 6.03 ₹4,600 1,000 -8.1 -9.4 9.4 17.6 15 20.5 ICICI Prudential Bluechip Fund Growth ₹97.4
↑ 1.21 ₹63,297 5,000 -9.7 -11.3 1.7 16.6 18.8 16.9 HDFC Top 100 Fund Growth ₹1,027.15
↑ 12.23 ₹35,673 5,000 -9.9 -12.1 -0.6 16.4 18 11.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
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Top 5 Lump sum Mid Cap Equity Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Motilal Oswal Midcap 30 Fund Growth ₹91.1663
↑ 2.31 ₹24,488 5,000 -18.4 -11.9 18.5 29.6 27.1 57.1 Edelweiss Mid Cap Fund Growth ₹85.222
↑ 1.83 ₹8,268 5,000 -16.5 -14.6 10.7 22.5 25.3 38.9 PGIM India Midcap Opportunities Fund Growth ₹55.84
↑ 1.04 ₹10,460 5,000 -14 -14.2 4.5 12.2 23.8 21 SBI Magnum Mid Cap Fund Growth ₹210.322
↑ 3.47 ₹21,177 5,000 -11.7 -13.6 5.4 17.7 23.7 20.3 Invesco India Mid Cap Fund Growth ₹145.69
↑ 3.01 ₹5,645 5,000 -16 -12.2 13.5 22.3 22.7 43.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Small Cap Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) L&T Emerging Businesses Fund Growth ₹69.3965
↑ 1.48 ₹17,386 5,000 -23.7 -21.5 -2.7 18 26.3 28.5 HDFC Small Cap Fund Growth ₹116.839
↑ 3.25 ₹31,230 5,000 -18.7 -18.7 -3.4 19.5 25.8 20.4 Franklin India Smaller Companies Fund Growth ₹146.257
↑ 2.92 ₹12,862 5,000 -20.1 -21.9 -2.9 20.4 24.8 23.2 Kotak Small Cap Fund Growth ₹223.907
↑ 4.92 ₹16,450 5,000 -20.5 -20.6 2 13.7 24.4 25.5 DSP BlackRock Small Cap Fund Growth ₹162.556
↑ 4.27 ₹14,996 1,000 -20.1 -19.9 -0.3 16.3 24.1 25.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Diversified/Multi Cap Equity Mutual Fund
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 5,000 10.2 13.2 13.5 22.7 12 JM Multicap Fund Growth ₹88.0245
↑ 1.11 ₹5,255 5,000 -17.4 -18.9 0.8 22.7 20.9 33.3 HDFC Equity Fund Growth ₹1,753.28
↑ 21.22 ₹65,967 5,000 -8.5 -7.8 8.7 22.7 23.6 23.5 Nippon India Multi Cap Fund Growth ₹256.315
↑ 4.38 ₹37,594 5,000 -15.4 -15.7 3.3 22.6 22.5 25.8 Motilal Oswal Multicap 35 Fund Growth ₹54.8414
↑ 1.26 ₹11,855 5,000 -14 -8.9 16.5 21.7 15.9 45.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23
Top 5 Lump sum (ELSS) Equity Linked Saving Scheme
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI Magnum Tax Gain Fund Growth ₹393.457
↑ 6.30 ₹27,306 500 -10.7 -11.9 5 24.4 23.6 27.7 HDFC Tax Saver Fund Growth ₹1,240.25
↑ 16.28 ₹15,413 500 -9.1 -10 6.1 22 21.5 21.3 Motilal Oswal Long Term Equity Fund Growth ₹42.6595
↑ 1.00 ₹3,876 500 -23.4 -18.8 6 21.1 18.1 47.7 IDBI Equity Advantage Fund Growth ₹43.39
↑ 0.04 ₹485 500 9.7 15.1 16.9 20.8 10 HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 500 1.2 15.4 35.5 20.6 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Sector Equity Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) SBI PSU Fund Growth ₹27.8083
↑ 0.85 ₹4,543 5,000 -15.1 -17.6 -6.8 29.4 24.3 23.5 ICICI Prudential Infrastructure Fund Growth ₹168.57
↑ 3.77 ₹7,435 5,000 -13 -15.1 1.8 29.1 30.2 27.4 HDFC Infrastructure Fund Growth ₹40.445
↑ 0.75 ₹2,341 5,000 -16.2 -18.5 -3.3 28.7 25.4 23 Invesco India PSU Equity Fund Growth ₹52.41
↑ 1.64 ₹1,230 5,000 -18.7 -22.8 -8.8 27.6 22.3 25.6 Franklin Build India Fund Growth ₹121.144
↑ 2.28 ₹2,659 5,000 -16.1 -16.6 -1.7 27 26.3 27.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Best Lumpsum Debt Funds 2025 - 2026
Below are the top ranked funds from debt category like liquid, ultra short, short term, gilt, credit risk and corporate Debt fund.
Top 5 Lump sum Ultra Short Term Debt Mutual Funds
Ultra short term funds are good investment for 6-12 months period with low risk stable returns as they invest corpus in short term debt instruments with maturities ranging between 6 - 12 months.
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹533.439
↑ 0.04 ₹16,798 1,000 1.7 3.7 7.7 6.8 7.9 7.84% 5M 19D 7M 20D SBI Magnum Ultra Short Duration Fund Growth ₹5,825.09
↑ 0.76 ₹12,091 5,000 1.6 3.5 7.3 6.5 7.4 7.56% 4M 20D 7M 20D ICICI Prudential Ultra Short Term Fund Growth ₹26.9863
↑ 0.00 ₹13,813 5,000 1.6 3.4 7.3 6.5 7.5 7.75% 5M 12D 6M Invesco India Ultra Short Term Fund Growth ₹2,630.72
↑ 0.36 ₹1,391 5,000 1.7 3.5 7.1 6.3 7.5 7.59% 5M 19D 6M 2D Nippon India Ultra Short Duration Fund Growth ₹3,929.39
↑ 0.38 ₹7,666 100 1.6 3.4 7.1 6.3 7.2 7.81% 5M 12D 6M 12D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Short Term Debt Mutual Funds
Short term funds are good investment for 1-2 year period with low risk stable returns as they invest corpus in debt instruments with maturities ranging between 1 - 3 Year.
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Sundaram Short Term Debt Fund Growth ₹36.3802
↑ 0.01 ₹362 5,000 0.8 11.4 12.8 5.3 4.52% 1Y 2M 13D 1Y 7M 3D HDFC Short Term Debt Fund Growth ₹30.9625
↑ 0.01 ₹14,110 5,000 1.4 3.5 7.8 6.6 8.3 7.63% 2Y 9M 21D 4Y 1M 3D Nippon India Short Term Fund Growth ₹51.0293
↑ 0.01 ₹5,932 5,000 1.5 3.6 7.8 6.2 8 7.64% 2Y 8M 26D 3Y 7M 2D IDFC Bond Fund Short Term Plan Growth ₹55.2798
↑ 0.03 ₹9,646 5,000 1.4 3.5 7.7 6.1 7.8 7.4% 2Y 11M 1D 3Y 10M 6D Axis Short Term Fund Growth ₹29.8601
↑ 0.01 ₹8,846 5,000 1.4 3.6 7.7 6.4 8 7.59% 2Y 10M 2D 3Y 8M 19D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21
Top 5 Lump sum Liquid Mutual Funds
Liquid Funds are good investment for a day to 90 days period with low risk stable returns as they invest corpus in money market debt instruments with maturities ranging between a week to 3 months.
Fund NAV Net Assets (Cr) Min Investment 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Axis Liquid Fund Growth ₹2,843.1
↑ 0.51 ₹45,983 500 0.5 1.7 3.5 7.3 7.4 7.23% 1M 9D 1M 10D DSP BlackRock Liquidity Fund Growth ₹3,646.09
↑ 0.58 ₹21,927 1,000 0.5 1.7 3.5 7.3 7.4 7.29% 1M 6D 1M 10D Canara Robeco Liquid Growth ₹3,073.46
↑ 0.56 ₹5,184 5,000 0.5 1.7 3.5 7.3 7.4 7.26% 1M 6D 1M 9D Invesco India Liquid Fund Growth ₹3,509.93
↑ 0.62 ₹13,265 5,000 0.5 1.7 3.5 7.3 7.4 7.22% 1M 11D 1M 11D Aditya Birla Sun Life Liquid Fund Growth ₹411.48
↑ 0.07 ₹49,810 5,000 0.5 1.7 3.5 7.3 7.3 7.33% 1M 13D 1M 13D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum GILT Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Gilt Fund Growth ₹99.1454
↑ 0.15 ₹6,361 5,000 1.2 3.3 7.5 7.3 8.2 6.91% 3Y 7M 13D 6Y 6M 4D SBI Magnum Gilt Fund Growth ₹63.8154
↑ 0.13 ₹11,262 5,000 0.3 2.2 7 7.1 8.9 7.04% 9Y 11M 12D 24Y 4D DSP BlackRock Government Securities Fund Growth ₹92.3741
↑ 0.21 ₹1,716 1,000 -0.2 1.9 6.5 6.7 10.1 6.97% 10Y 11M 23D 27Y 10M 24D Invesco India Gilt Fund Growth ₹2,740.11
↑ 7.76 ₹1,227 5,000 -0.1 1.7 6.4 6.6 10 7.07% 10Y 11M 5D 28Y 5M 19D Axis Gilt Fund Growth ₹24.6527
↑ 0.06 ₹917 5,000 0.2 2.6 7.7 6.6 10 7.08% 10Y 8M 8D 28Y 4M 24D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Corporate Bond Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity ICICI Prudential Corporate Bond Fund Growth ₹28.8617
↑ 0.01 ₹29,134 5,000 1.5 3.6 7.8 7 8 7.65% 2Y 4M 10D 3Y 10M 2D Aditya Birla Sun Life Corporate Bond Fund Growth ₹109.245
↑ 0.05 ₹25,341 1,000 1.3 3.6 8 6.8 8.5 7.48% 3Y 9M 14D 5Y 8M 19D Nippon India Prime Debt Fund Growth ₹57.8739
↑ 0.01 ₹6,195 1,000 1.3 3.6 7.9 6.8 8.4 7.43% 3Y 11M 1D 5Y 2M 16D HDFC Corporate Bond Fund Growth ₹31.4452
↑ 0.00 ₹32,421 5,000 1.2 3.4 7.9 6.5 8.6 7.51% 3Y 10M 11D 5Y 11M 28D Kotak Corporate Bond Fund Standard Growth ₹3,645.55
↑ 0.92 ₹14,223 5,000 1.3 3.5 7.9 6.5 8.3 7.41% 3Y 29D 4Y 6M 11D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Credit Risk Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2023 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BOI AXA Credit Risk Fund Growth ₹11.9041
↑ 0.00 ₹114 5,000 1.1 2.6 4.9 37.2 6 7.09% 6M 11D 7M 20D DSP BlackRock Credit Risk Fund Growth ₹44.4525
↑ 0.02 ₹190 1,000 6.2 8.4 12.6 12.9 7.8 8.02% 2Y 2M 23D 3Y 22D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 5,000 2.9 5 7.5 11 0% Aditya Birla Sun Life Credit Risk Fund Growth ₹21.4963
↑ 0.00 ₹962 1,000 4.9 10.1 15.5 10.1 11.9 8.24% 2Y 2M 12D 3Y 5M 8D Invesco India Credit Risk Fund Growth ₹1,843.95
↑ 1.05 ₹142 5,000 1.8 3.7 7.4 7.4 7.3 7.59% 3Y 2M 26D 4Y 6M 7D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Best Lumpsum Hybrid Funds 2025 - 2026
Below are the top ranked funds from difference categories like. Aggresive, Conservative, Arbitrage, Dynamic Allocation, Multi Asset, Equity Savings and solution oriented
Hybridschemes.
Top 5 Lump sum Balanced Mutual Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Equity Hybrid Fund Growth ₹109.959
↑ 0.77 ₹752 5,000 -13 -15.3 2.2 20.3 22 27 HDFC Balanced Advantage Fund Growth ₹473.043
↑ 4.82 ₹94,251 5,000 -7.2 -7.7 3.6 19.8 20.4 16.7 ICICI Prudential Multi-Asset Fund Growth ₹689.695
↑ 0.19 ₹52,761 5,000 -2.4 -2.9 9.8 18.3 21.7 16.1 ICICI Prudential Equity and Debt Fund Growth ₹351.21
↑ 3.64 ₹39,886 5,000 -6.1 -7.5 4.5 17.5 21.7 17.2 UTI Multi Asset Fund Growth ₹67.9077
↑ 0.70 ₹5,079 5,000 -6.7 -7.7 5.4 16.8 14.1 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Aggressive Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Equity Hybrid Fund Growth ₹109.959
↑ 0.77 ₹752 5,000 -13 -15.3 2.2 20.3 22 27 ICICI Prudential Equity and Debt Fund Growth ₹351.21
↑ 3.64 ₹39,886 5,000 -6.1 -7.5 4.5 17.5 21.7 17.2 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 5,000 0.5 10.5 27.1 16 14.2 UTI Hybrid Equity Fund Growth ₹368.463
↑ 4.38 ₹5,956 1,000 -9.3 -9.9 6 15.6 18 19.7 BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹33.17
↑ 0.71 ₹1,052 5,000 -16.4 -16 0.5 15.4 21.3 25.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Conservative Hybrid Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Equity Hybrid Fund Growth ₹109.959
↑ 0.77 ₹752 5,000 -13 -15.3 2.2 20.3 22 27 HDFC Balanced Advantage Fund Growth ₹473.043
↑ 4.82 ₹94,251 5,000 -7.2 -7.7 3.6 19.8 20.4 16.7 ICICI Prudential Multi-Asset Fund Growth ₹689.695
↑ 0.19 ₹52,761 5,000 -2.4 -2.9 9.8 18.3 21.7 16.1 ICICI Prudential Equity and Debt Fund Growth ₹351.21
↑ 3.64 ₹39,886 5,000 -6.1 -7.5 4.5 17.5 21.7 17.2 UTI Multi Asset Fund Growth ₹67.9077
↑ 0.70 ₹5,079 5,000 -6.7 -7.7 5.4 16.8 14.1 20.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Arbitrage Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Kotak Equity Arbitrage Fund Growth ₹36.6518
↓ 0.00 ₹57,567 5,000 1.6 3.4 7.3 6.7 5.6 7.8 UTI Arbitrage Fund Growth ₹34.2505
↓ 0.00 ₹6,518 5,000 1.6 3.4 7.3 6.4 5.4 7.7 Invesco India Arbitrage Fund Growth ₹31.2194
↑ 0.00 ₹18,674 5,000 1.6 3.3 7.2 6.8 5.6 7.6 ICICI Prudential Equity Arbitrage Fund Growth ₹33.5415
↓ 0.00 ₹25,324 5,000 1.5 3.3 7.2 6.4 5.4 7.6 HDFC Arbitrage Fund Growth ₹29.976
↓ 0.00 ₹17,654 100,000 1.5 3.3 7.2 6.5 5.3 7.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Dynamic Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Balanced Advantage Fund Growth ₹473.043
↑ 4.82 ₹94,251 5,000 -7.2 -7.7 3.6 19.8 20.4 16.7 BOI AXA Equity Debt Rebalancer Fund Growth ₹22.7181
↑ 0.23 ₹132 5,000 -8.3 -10 -3.8 13 9.4 6.4 Invesco India Dynamic Equity Fund Growth ₹49.6
↑ 0.44 ₹935 5,000 -8.4 -6.2 4.6 12.4 10.8 15.9 Axis Dynamic Equity Fund Growth ₹19.46
↑ 0.12 ₹2,652 5,000 -5.9 -5 8.2 12.4 11.5 17.5 ICICI Prudential Balanced Advantage Fund Growth ₹67.68
↑ 0.47 ₹60,347 5,000 -3.7 -4.1 5.6 12 12.9 12.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Multi Asset Allocation Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) ICICI Prudential Multi-Asset Fund Growth ₹689.695
↑ 0.19 ₹52,761 5,000 -2.4 -2.9 9.8 18.3 21.7 16.1 UTI Multi Asset Fund Growth ₹67.9077
↑ 0.70 ₹5,079 5,000 -6.7 -7.7 5.4 16.8 14.1 20.7 Edelweiss Multi Asset Allocation Fund Growth ₹56.97
↑ 0.59 ₹2,371 5,000 -8 -8.9 5.1 15.8 16.8 20.2 SBI Multi Asset Allocation Fund Growth ₹53.953
↑ 0.46 ₹7,141 5,000 -3.8 -3.8 7.5 13.4 13.3 12.8 HDFC Multi-Asset Fund Growth ₹65.394
↑ 0.44 ₹3,893 5,000 -3.8 -3.7 6.8 12.6 14.4 13.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Mar 25
Top 5 Lump sum Equity Savings Funds
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) L&T Equity Savings Fund Growth ₹30.6957
↑ 0.17 ₹646 5,000 -9 -5 7 10.6 11.8 24 Principal Equity Savings Fund Growth ₹66.0407
↑ 0.19 ₹1,067 5,000 -3.3 -2.7 6.6 10.6 12.6 12.6 Kotak Equity Savings Fund Growth ₹24.3889
↑ 0.20 ₹8,177 5,000 -5.2 -4.5 4.4 10.3 10.5 11.7 Edelweiss Equity Savings Fund Growth ₹23.6798
↑ 0.08 ₹572 5,000 -1.4 -0.9 7.5 9.7 10.3 13.4 DSP BlackRock Equity Savings Fund Growth ₹20.812
↑ 0.08 ₹2,417 1,000 -1.6 -0.3 9.3 9.7 10 12.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Top 5 Lump sum Solution Oriented Schemes
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹44.962
↑ 0.68 ₹5,897 5,000 -11.3 -13 2.3 18.6 22.2 18 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹35.005
↑ 0.37 ₹1,551 5,000 -9.3 -9.9 2.1 14.1 15.9 14 ICICI Prudential Child Care Plan (Gift) Growth ₹285.98
↑ 6.09 ₹1,280 5,000 -10.1 -10.4 2.8 15.6 15 16.9 Tata Retirement Savings Fund - Progressive Growth ₹56.8836
↑ 0.69 ₹1,979 5,000 -15.8 -15.3 2.8 13.5 13.6 21.7 Tata Retirement Savings Fund-Moderate Growth ₹56.7836
↑ 0.51 ₹2,062 5,000 -13 -12.3 4.5 12.6 13.1 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Mar 25
Best Lump sum Mutual Fund on 1 Month Performance
The primary investment objective of the Scheme is to seek to provide long term capital growth by investing predominantly in the JPMorgan Funds - Europe Dynamic Fund, an equity fund which invests primarily in an aggressively managed portfolio of European companies. Edelweiss Europe Dynamic Equity Off-shore Fund is a Equity - Global fund was launched on 7 Feb 14. It is a fund with High risk and has given a Below is the key information for Edelweiss Europe Dynamic Equity Off-shore Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Income Opportunities Fund) An open ended fund seeking to generate income commensurate with prudent risk from a portfolio substantially constituted of floating rate debt securities and fixed rate securities swapped for floating rate returns. DSP BlackRock Credit Risk Fund is a Debt - Credit Risk fund was launched on 13 May 03. It is a fund with Moderate risk and has given a Below is the key information for DSP BlackRock Credit Risk Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on An Open-ended diversified equity scheme with an objective to generate long-term growth of capital, by investing predominantly in a diversified portfolio of equity and equity related securities in the domestic and international markets. Aditya Birla Sun Life International Equity Fund - Plan B is a Equity - Global fund was launched on 31 Oct 07. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life International Equity Fund - Plan B Returns up to 1 year are on 1. Edelweiss Europe Dynamic Equity Off-shore Fund
CAGR/Annualized return of 6.9% since its launch. Ranked 22 in Global category. Return for 2024 was 5.4% , 2023 was 17.3% and 2022 was -6% . Edelweiss Europe Dynamic Equity Off-shore Fund
Growth Launch Date 7 Feb 14 NAV (04 Mar 25) ₹20.9709 ↓ -0.30 (-1.39 %) Net Assets (Cr) ₹78 on 31 Jan 25 Category Equity - Global AMC Edelweiss Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 1.38 Sharpe Ratio 0.54 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,916 28 Feb 22 ₹13,376 28 Feb 23 ₹15,018 29 Feb 24 ₹16,707 28 Feb 25 ₹19,543 Returns for Edelweiss Europe Dynamic Equity Off-shore Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Mar 25 Duration Returns 1 Month 6.6% 3 Month 9.3% 6 Month 7.1% 1 Year 16.7% 3 Year 15.8% 5 Year 13.1% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 5.4% 2022 17.3% 2021 -6% 2020 17% 2019 13.5% 2018 22.9% 2017 -12.2% 2016 12.5% 2015 -3.9% 2014 5.4% Fund Manager information for Edelweiss Europe Dynamic Equity Off-shore Fund
Name Since Tenure Bhavesh Jain 9 Apr 18 6.9 Yr. Bharat Lahoti 1 Oct 21 3.42 Yr. Data below for Edelweiss Europe Dynamic Equity Off-shore Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 22.18% Industrials 16.05% Consumer Cyclical 9.51% Health Care 9.3% Consumer Defensive 8.61% Communication Services 7.74% Energy 6.82% Technology 5.44% Basic Materials 5.03% Utility 3% Real Estate 2.51% Asset Allocation
Asset Class Value Cash 2.19% Equity 96.19% Debt 0.02% Other 1.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity JPM Europe Dynamic I (acc) EUR
Investment Fund | -100% ₹78 Cr 174,857 Clearing Corporation Of India Ltd.
CBLO/Reverse Repo | -1% ₹0 Cr Net Receivables/(Payables)
CBLO | -0% ₹0 Cr Accrued Interest
CBLO | -0% ₹0 Cr 2. DSP BlackRock Credit Risk Fund
CAGR/Annualized return of 7.1% since its launch. Ranked 8 in Credit Risk category. Return for 2024 was 7.8% , 2023 was 15.6% and 2022 was 9.3% . DSP BlackRock Credit Risk Fund
Growth Launch Date 13 May 03 NAV (05 Mar 25) ₹44.4525 ↑ 0.02 (0.03 %) Net Assets (Cr) ₹190 on 31 Jan 25 Category Debt - Credit Risk AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.15 Sharpe Ratio 1.72 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 8.02% Effective Maturity 3 Years 22 Days Modified Duration 2 Years 2 Months 23 Days Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹10,371 28 Feb 22 ₹10,647 28 Feb 23 ₹11,662 29 Feb 24 ₹13,559 28 Feb 25 ₹15,289 Returns for DSP BlackRock Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Mar 25 Duration Returns 1 Month 5.1% 3 Month 6.2% 6 Month 8.4% 1 Year 12.6% 3 Year 12.9% 5 Year 8.8% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 7.8% 2022 15.6% 2021 9.3% 2020 2.9% 2019 4.8% 2018 4.4% 2017 -2.6% 2016 6.4% 2015 10.6% 2014 9.6% Fund Manager information for DSP BlackRock Credit Risk Fund
Name Since Tenure Vivek Ramakrishnan 17 Jul 21 3.62 Yr. Shalini Vasanta 1 Jan 25 0.16 Yr. Data below for DSP BlackRock Credit Risk Fund as on 31 Jan 25
Asset Allocation
Asset Class Value Cash 1.9% Debt 97.76% Other 0.35% Debt Sector Allocation
Sector Value Corporate 78.14% Government 19.61% Cash Equivalent 1.9% Credit Quality
Rating Value AA 74.29% AAA 25.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.79% Govt Stock 2034
Sovereign Bonds | -11% ₹21 Cr 2,000,000
↓ -500,000 Nirma Limited
Debentures | -9% ₹16 Cr 1,500 Aditya Birla Renewables Limited
Debentures | -8% ₹16 Cr 1,500 Nuvoco Vistas Corporation Limited
Debentures | -8% ₹16 Cr 150 JSW Steel Limited
Debentures | -8% ₹15 Cr 150 6.92% Govt Stock 2039
Sovereign Bonds | -8% ₹15 Cr 1,500,000
↑ 500,000 Tata Housing Development Co Ltd.
Debentures | -8% ₹15 Cr 1,500 Aadhar Housing Finance Ltd.
Debentures | -6% ₹11 Cr 1,000 Century Textiles And Industried Limited
Debentures | -6% ₹11 Cr 1,000 Tata Projects Limited
Debentures | -6% ₹10 Cr 1,000 3. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,207
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Mar 25 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Aditya Birla Sun Life International Equity Fund - Plan B
CAGR/Annualized return of 7% since its launch. Ranked 39 in Global category. . Aditya Birla Sun Life International Equity Fund - Plan B
Growth Launch Date 31 Oct 07 NAV (28 Jul 23) ₹28.8036 ↑ 0.07 (0.23 %) Net Assets (Cr) ₹93 on 30 Jun 23 Category Equity - Global AMC Birla Sun Life Asset Management Co Ltd Rating ☆ Risk High Expense Ratio 2.6 Sharpe Ratio 0.85 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,976 28 Feb 22 ₹14,432 28 Feb 23 ₹14,252 Returns for Aditya Birla Sun Life International Equity Fund - Plan B
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Mar 25 Duration Returns 1 Month 4.2% 3 Month 10.3% 6 Month 10% 1 Year 13.8% 3 Year 18.9% 5 Year 9% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Aditya Birla Sun Life International Equity Fund - Plan B
Name Since Tenure Data below for Aditya Birla Sun Life International Equity Fund - Plan B as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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